When working with Opportunities, when you are on a team, you have to be very purposeful about the pipeline you are working in. When you are on a team, you have a team pipeline and an individual pipeline. These pipelines are totally separate from each other, and there is no way to transfer an Opportunity to the other pipeline, once it is created.
When an Opportunity is attached to the team pipeline, the team Rainmaker is always the Opportunity owner and you have the ability to assign as many team members to the Opportunity as needed. Each team member assigned to the Opportunity has the ability to view and edit the details. If a team member creates an Opportunity on their individual pipeline (does not select the team when creating the Opportunity), then the Rainmaker will have no visibility into the Opportunity, and team members will not be able to do anything in Command to assist.
Because of this, Rainmakers have the ability to turn off their member agents' personal pipelines, to ensure all Opportunities fall under the sphere of the team:
1. Enable/disable member agent access to personal Opportunity pipelines (Teams), click here.
Transition to Command Compliance
In the past, Market Centers have managed compliance approvals from within the Dotloop system. We have now transitioned to doing this in Command instead. It does not matter if you are going to continue to use Dotloop or if you are going to use DocuSign to manage your documents and get signatures, you will still need to start managing document compliance in Command.
Because of this, we have created an easy process, where you will import your active Dotloop Loops into Command as Opportunities. Once they are in Command, you can use any document management system you want, to get signatures, but you will submit the completed forms to your Market Center using Command:
1. Import Loops into Command from Dotloop, click here.
Keller Williams has created a connection between Opportunities and Dotloop/DocuSign. These connections allow you to work in either Dotloop or DocuSign, to get forms signed, then you will have the ability to pull those completed forms into Command, when the time comes:
1. Create and Connect Your DocuSign Account, click here.
2. Create a DocuSign Room for and Opportunity, click here.
3. Get started with DocuSign Rooms, click here.
4. Get Started with the ZipForm integration with DocuSign, click here.
1. Connect Your Dotloop Account with Command, click here.
2. Create a Dotloop Loop for an Opportunity, click here.
Once your forms are signed and completed, you will pull them into Command and submit to your Market Center, use the resources below to learn how to manage and submit compliance documents for an Opportunity:
1. Add a Compliance document to an Opportunity, click here.
2. Create and manage custom folders in Opportunities, click here.
3. Add a One-off Compliance Document Checklist Item to an Opportunity, click here.
4. Create a New Compliance Document Checklist Version for an Opportunity, click here.
5. Submit compliance documents to your market center, click here.
6. Replace Rejected Documents in an Opportunity, click here.